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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$18.6M +$3.03M +85,680 +19%
U
2
UBS
Switzerland
$15.8M +$2.34M +66,324 +17%
Morgan Stanley
3
Morgan Stanley
New York
$12.1M -$419K -11,860 -3%
Bank of America
4
Bank of America
North Carolina
$8.33M +$3.12M +88,392 +59%
LPL Financial
5
LPL Financial
California
$6.06M -$918K -26,004 -13%
PCM
6
Parsons Capital Management
Rhode Island
$3.31M -$2.12K -60 -0.1%
Ameriprise
7
Ameriprise
Minnesota
$2.86M +$232K +6,580 +9%
NPC
8
National Planning Corporation
California
$1.94M +$156K +4,408 +9%
NFG
9
Next Financial Group
Texas
$1.53M +$1.55M +43,968 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.14M +$161K +4,572 +16%
Axa
11
Axa
France
$900K
MFS
12
MSI Financial Services
Massachusetts
$722K +$2.4K +68 +0.3%
SAM
13
Summit Asset Management
Tennessee
$716K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$703K +$429K +12,148 +151%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$539K -$2.26M -63,892 -80%
CA
16
Cetera Advisors
Colorado
$486K -$35.7K -1,012 -7%
AIG
17
American International Group
New York
$472K -$310K -8,768 -39%
PI
18
Placemark Investments
Illinois
$421K -$931K -26,360 -69%
ALA
19
Atherton Lane Advisers
California
$361K +$44.5K +1,260 +14%
NES
20
New England Securities
New York
$299K -$52.4K -1,484 -15%
Goldman Sachs
21
Goldman Sachs
New York
$228K -$15.5K -440 -6%
SCA
22
Strategic Capital Alternatives
United States
$181K +$184K +5,216 New
BCI
23
Brinker Capital Investments
Pennsylvania
$145K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$137K
WA
25
WFG Advisors
Texas
$136K -$2.83K -80 -2%